+170.8%
ABBV vs WELL
+215.5%
-44.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.1% |
| 7D | -4.3% | -1.3% | -3.0% | -4.0% |
| 30D | +1.1% | +0.5% | +0.6% | +1.0% |
| 3M | +12.3% | +19.1% | -6.8% | +8.0% |
| 6M | +9.8% | +17.0% | -7.2% | +5.9% |
| YTD | +11.5% | +29.2% | -17.7% | +5.3% |
| 1Y | +22.3% | +42.1% | -19.9% | +13.2% |
| 3Y | +85.2% | +204.5% | -119.4% | +51.6% |
| 5Y | +170.8% | +211.0% | -40.1% | +125.4% |
| All | +170.8% | +215.5% | -44.7% | +125.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WELL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling